Financial Adviser
· FORESTVILLE, NSW
Ian Streeter
No disciplinary history on record with ASIC
FORESTVILLE,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006849
Ian Streeter is a financial adviser based in Forestville, New South Wales, with 21 years of experience in the financial services industry since 2005. Ian is currently authorised under Bull & Bear Financial Strategies, operating through Bull & Bear Financial Strategies. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ian's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Ian is a member of Mortgage & Finance Association of Australia, Tax Practitioners Board and The Credit Ombudsman Service Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma Of Management & Leadership
Tafe
2005
Diploma Of Financial Planning
Mentor Education
2005
Mortgage Consultant Qualification Certificate
The National Finance Institute
2008
Advanced Diploma Of Financial Planning
Mentor Education
2012
Diploma (Finance / Mortgage Broking Management)
The National Finance Institute
2025
Graduate Diploma of Financial Planning
Kaplan